+75.0%
VTI vs LUV
-11.9%
+87.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.9% | -1.0% | +0.1% | -0.7% |
| 30D | -1.4% | -12.4% | +10.9% | +1.6% |
| 3M | +3.6% | -11.0% | +14.6% | +6.1% |
| 6M | +13.6% | -5.0% | +18.6% | +13.9% |
| YTD | +12.9% | -3.8% | +16.7% | +11.8% |
| 1Y | +17.2% | +25.9% | -8.7% | +7.6% |
| 3Y | +75.7% | +42.2% | +33.4% | +49.1% |
| All | +75.0% | -11.9% | +87.0% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside LUV.
Daily Out/Under-Performance
Portfolio return minus LUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded LUV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling